Baird Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,342
| Closed | -$345K | – | 1512 |
|
|
2020
Q1 | $345K | Hold |
8,342
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q4 | $399K | Buy |
+8,342
| New | +$399K | ﹤0.01% | 1240 |
|
|
2017
Q2 | – | Sell |
-42,490
| Closed | -$1.8M | – | 1221 |
|
|
2017
Q1 | $1.8M | Buy |
42,490
+15,790
| +59% | +$669K | 0.01% | 622 |
|
|
2016
Q4 | $1.08M | Buy |
+26,700
| New | +$1.08M | 0.01% | 739 |
|